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Earnings Call

Star Health and Allied Insurance Company Earnings Call: Key Takeaways

Star Health reported FY26 GWP of ₹20,369 Cr (up 16% YoY) and PAT of ₹911 Cr. Strategy focuses on digital-first onboarding and proprietary agency network growth.

Highlights
Revenue growthGWP grew 16% YoY to ₹20,369 Cr in FY26.
MarginsCombined Ratio improved to 98.8% from 101.1% YoY.
Demand visibilityHigh; 93% of fresh NOPs are new to insurance.

Growth

FY26 GWP grew 16% YoY to ₹20,369 Cr; PAT increased 16% to ₹911 Cr; Normalised PAT up 45% to ₹1,222 Cr.

Outlook

Focus on 'Digital First' with 96% digital premium collection and expanding home healthcare to 300+ cities.

Risks

Grievance ratio increased to 27 per 10k policies; Investment yield dropped to 5.8% from 7.6% YoY.

Last quarter's promises, checked

Delivered

  • Targeted GWP >₹20,000 Cr → delivered ₹20,369 Cr (= BEAT)
  • Guided for Retail Loss Ratio improvement → delivered 68.2% from 69.2% (= BEAT)
  • Targeted Combined Ratio <100% → delivered 98.8% (= BEAT)

Partly delivered

  • Targeted 1M agents → delivered 8L+ agents on track (= PARTIAL)

Missed

  • Guided for normalized investment yield → delivered 5.8% actual yield (= MISS)
Source

Earnings Call filed with NSE, NSE: STARHEALTH. Summary written with AI assistance from the document.

Read the document ↗

Star Health and Allied Insurance Company Ltd: key numbers

Share price
₹558.15
Market cap
₹32,801 Cr
Revenue (annual)
₹17,825 Cr
Net profit (annual)
₹557.0 Cr
P/E (TTM)
38.9×Sector 22.0×
Promoter holding
58.01%+0.03% QoQ
FII holding
16.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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